MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$704M
1-Year Est. Return
13.14%
1 Year Est. Return
+13.14%
AUM
$632M
AUM Growth
+$43.4M
(+7.4%)
Holding
183
Top Buys
| 1 | +$14.4M | |
| 2 | +$3.61M | |
| 3 | +$2.25M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.23M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.62M |
Top Sells
| 1 | +$4.94M | |
| 2 | +$2.25M | |
| 3 | +$1.81M | |
| 4 |
Allstate
ALL
|
+$1.22M |
| 5 |
Walmart
WMT
|
+$1.18M |
Sector Composition
| 1 | Technology | 16.15% |
| 2 | Energy | 12.07% |
| 3 | Financials | 9.16% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Healthcare | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Liberty Energy
LBRT
$2.58B
| $170K | 0.03% |
14,800
|
|
||
177
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.77B
| $157K | 0.02% |
17,936
|
|
||
178
Reservoir Media
RSVR
$476M
| $115K | 0.02% |
14,974
|
|
||
179
ProPetro Holding
PUMP
$1.03B
| $59.7K | 0.01% |
10,000
|
|
||
|
RNTX
180
Rein Therapeutics
RNTX
$32.4M
| $39.9K | 0.01% |
28,486
|
|
||
181
Devon Energy
DVN
$22.5B
| – | – |
-9,118
|
|
||
182
EOG Resources
EOG
$59.9B
| – | – |
-1,562
|
|
||
183
Diamondback Energy
FANG
$42.7B
| – | – |
-1,337
|
|